About Us
The team behind
your clarity.
Where Financial Wisdom Takes Root, Retirement Flourishes, and Legacy Grows.
At Epiphany Financial Group, we believe every financial decision becomes part of a greater legacy. Like the tree that symbolizes our organization, we help clients establish deep roots of financial security, build a strong foundation capable of weathering life's uncertainties, and cultivate branches of opportunity that extend to future generations.
Through retirement planning, Medicare solutions, long-term care preparation, wealth management, and legacy planning, we illuminate the path from accumulation to preservation and ultimately to meaningful distribution, transforming wealth into a legacy that continues to grow long after it is planted.
"Where Financial Wisdom Takes Root, Retirement Flourishes, and Legacy Grows."
Our Story
Founded on the principle that financial planning should be transparent, personal, and empowering, Epiphany Financial Group was born from a simple observation: too many families approach retirement with more questions than answers.
We named our firm "Epiphany" because we believe in that moment of sudden clarity when a comprehensive, well-designed financial plan transforms uncertainty into confidence.
Today, we serve hundreds of families across the country, providing comprehensive retirement planning, Medicare guidance, life insurance, wealth management, and estate planning services.
Our Values
The principles that
guide every decision.
Transparency
Every recommendation we make is fully transparent. You'll always understand the why behind our guidance.
Relationships
We build lasting partnerships, not transactional encounters. Your success is our legacy.
Stewardship
Our commitment extends far beyond the initial engagement. We are stewards of your financial well-being for life.
Excellence
We partner only with the highest-rated carriers and employ the most rigorous planning methodologies available.
Roots of the Organization
Meet your consultants.
Founders
Leadership
Consultants
Let's start with a conversation.
No pressure. No jargon. Just a genuine conversation about where you are, where you want to be, and how we can help you get there.
Schedule a Consultation